Overview
Merge fields are available for you to dynamically pull data from the loan flow and enter it into your email signature as needed. This is essentially just a snippet of code that can populate data into the template.
How to Use
These are the merge fields you have available to use:
Merge Field | Meaning |
LenderFirstName | Lender first name |
LenderLastName | Lender last name |
LenderJobTitle | Lender job title |
LenderEmail | Lender email address |
LenderDirectPhone | Lender direct phone number |
LenderOfficePhone | Lender office phone number |
LenderMobilePhone | Lender mobile phone number |
Company | Name of your company |
Logo | Company logo |
LenderEmailSignatureImage | Lender email signature image |
CompanyNMLS | Company NMLS ID |
CompanyDisclaimer | Company Corporate Disclaimer |
LenderNMLS | NMLS ID# 100456 |
To add to your email signature template, select your email address in the top right hand corner:
Scroll down to Email Signature and select the option to Edit Email Signature:
Add the merge field onto the template, and place a '${' at the beginning and a '}' at the end (ex. ${PreferredName}):
The merge field will dynamically pull the data from the appropriate field into the email signature as it's listed in the profile settings for the account.
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